Ladyanne Castellanos is a CFP-designated registered investment advisor at Ameraudi Asset Management, INC., based in Miami, FL, with 10 years of industry experience. Ladyanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 911 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
These fees are for discretionary accounts. Non-discretionary accounts have a different fee schedule: First $500,000: 1.75%, $500,000 - $1,000,000: 1.50%, $1,000,000 - $5,000,000: 1.25%, Over $5,000,000: 1.00%. Fees are negotiable.
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ameraudi Asset Management, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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